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These are hedge funds’ favorite stocks

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A Peloton Interactive Inc. logo on a stationary bike at the company’s showroom in Dedham, Massachusetts, U.S., on Wednesday, Feb. 3, 2021.

Adam Glanzman | Bloomberg | Getty Images

Semiconductor stocks and stay-at-home plays caught the eye of major hedge fund investors during the second quarter, according a report from Goldman Sachs.

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